Armstrong Advisory Group’s Vanguard Utilities ETF VPU Stock Holding History

Armstrong Advisory Group’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.1K	Hold	123	–	–	﹤0.01%	557
2026 Q1	$24.4K	Sell	123 -2	-2%	-$389	﹤0.01%	524
2025 Q4	$23.1K	Hold	125	–	–	﹤0.01%	534
2025 Q3	$23.7K	Hold	125	–	–	﹤0.01%	531
2025 Q2	$22.1K	Buy	125 +13	+12%	+$2.24K	﹤0.01%	523
2025 Q1	$18.3K	Hold	112	–	–	﹤0.01%	533
2024 Q4	$18.3K	Sell	112 -32	-22%	-$5.48K	﹤0.01%	533
2024 Q3	$25K	Sell	144 -42	-23%	-$6.75K	﹤0.01%	470
2024 Q2	$27.5K	Sell	186 -179	-49%	-$26.7K	﹤0.01%	438
2024 Q1	$50K	Hold	365	–	–	﹤0.01%	344
2023 Q4	$50K	Sell	365 -83	-19%	-$11K	﹤0.01%	344
2023 Q3	$57.1K	Sell	448 -1,346	-75%	-$188K	0.01%	318
2023 Q2	$255K	Buy	1,794 +10	+0.6%	+$1.47K	0.03%	145
2023 Q1	$263K	Buy	1,784 +7	+0.4%	+$1.04K	0.03%	137
2022 Q4	$273K	Buy	+1,777	New	+$263K	0.04%	136

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Armstrong Advisory Group's VPU Position: Q2 2026 in Review

Armstrong Advisory Group held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 123 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Armstrong Advisory Group first reported a position in VPU in Q4 2022 and has held it in 15 quarters since. The position peaked at $273K in Q4 2022. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Armstrong Advisory Group held 123 shares of Vanguard Utilities ETF worth $24.1K as of Q2 2026.
Armstrong Advisory Group left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #557 holding.
Armstrong Advisory Group first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's Vanguard Utilities ETF position peaked at $273K in Q4 2022.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.